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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

CHAD MICHAEL WEBSTER

Advisor at LPL FINANCIAL LLC

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Search this name across graphsid dfx:ria:27b2c10b-c426-d7de-0997-6da003bbce46

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 26, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 23, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: May 23, 2008
First registration: May 26, 2008
Dual registered: yes, broker-dealer
Other names: MICHAEL WEBSTER CHAD
IAPD individual key: 5493951

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 19, 2023	n/a	yes	CERES, CA\|NEWMAN, CA\|MODESTO, CA\|HUGHSON, CA\|MODESTO, CA\|ESCALON, CA\|MODESTO, CA\|TURLOCK, CA\|MANTECA, CA\|TRACY, CA\|RIPON, CA\|ESCALON, CA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 19, 2016	May 10, 2016	no	STOCKTON, CA	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Aug 16, 2012	Jul 19, 2023	no	STOCKTON, CA\|LODI, CA\|LOCKEFORD, CA\|STOCKTON, CA\|STOCKTON, CA\|STOCKTON, CA\|STOCKTON, CA\|STOCKTON, CA\|STOCKTON, CA\|STOCKTON, CA\|MODESTO, CA\|OAKDALE, CA\|MODESTO, CA\|MODESTO, CA\|PATTERSON, CA\|STOCKTON, CA\|WATERFORD, CA\|OAKDALE, CA\|TURLOCK, CA\|MODESTO, CA\|MANTECA, CA\|PATTERSON, CA\|CERES, CA\|HUGHSON, CA\|MODESTO, CA\|TRACY, CA\|MODESTO, CA\|RIPON, CA\|ESCALON, CA\|WATERFORD, CA\|NEWMAN, CA\|MODESTO, CA\|TURLOCK, CA\|ESCALON, CA\|RIPON, CA\|NEWMAN, CA\|TRACY, CA\|MANTECA, CA\|CERES, CA\|HUGHSON, CA	Previous registration
SORRENTO PACIFIC FINANCIAL, LLC	Former SEC adviser	May 5, 2011	Sep 6, 2012	no	SAN DIEGO, CA\|Modesto, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jun 16, 2010	May 3, 2011	no	STOCKTON, CA\|STOCKTON, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 26, 2008	May 28, 2010	no	MODESTO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	LPL FINANCIAL LLC	Jul 19, 2023	Apr 19, 2016	-2,647	Bulk transfer	Other
SORRENTO PACIFIC FINANCIAL, LLC	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Sep 6, 2012	Aug 16, 2012	-21	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	SORRENTO PACIFIC FINANCIAL, LLC	May 3, 2011	May 5, 2011	2	Firm change	Other
WELLS FARGO ADVISORS	CHASE INVESTMENT SERVICES CORP.	May 28, 2010	Jun 16, 2010	19	Firm change	Other

Relationships

Registered with (5)

→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 19, 2016 to May 10, 2016factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Aug 16, 2012 to Jul 19, 2023factForm ADV
→ SORRENTO PACIFIC FINANCIAL, LLCRegistered adviserregistration: previous registration
May 5, 2011 to Sep 6, 2012factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jun 16, 2010 to May 3, 2011factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 26, 2008 to May 28, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27b2c10b-c426-d7de-0997-6da003bbce46
First observed: May 26, 2008
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHAD MICHAEL WEBSTER

Advisor at LPL FINANCIAL LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:27b2c10b-c426-d7de-0997-6da003bbce46

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:26 PM UTC and rebuilt at most every 15 minutes.